Request for quote

Last update: 2023-11-10
  • Topics:
  • B2B
    View more on this topic
  • Quotes
    View more on this topic
  • Created for:
  • Beginner
    Intermediate
    Admin
    User

If quotes are enabled in the Sales features configuration, an authorized buyer from a company can initiate the price negotiation process by requesting a quote from their shopping cart. If a buyer is not ready to submit a quote for negotiation, they can save it as a draft.

NOTE

A request for a quote cannot include discount codes or gift cards.

Customer quote request experience

  1. The customer logs in to their user account as a buyer with permission to request a quote.

  2. Adds the products that they want to be included in the quote to the shopping cart.

  3. Selects Request a Quote.

    Requesting a quote from the shopping cart
  4. In the Add your comment box, enters a brief note that describes the request.

  5. Enters a Quote Name.

    Entering the quote comments and name
  6. If needed, attaches a supporting document or image to the quote:

    • Selects Attach file.
    • Chooses the file from their system.

    By default, an attached file can be up to 2 MB, in any of the following file formats: DOC, DOCX, XLS, XLSX, PDF, TXT, JPG or JPEG, PNG.

  7. Creates and processes the quote:

    • Sends the quote to the Seller by selecting Request a Quote.

    • 1.5.0-beta capability Saves the quote as a draft by selecting Save as Draft.

      If the buyer saves the quote as a draft, the quote is available in the My Quotes in Draft state. It is not visible to the Seller until the Buyer opens the draft quote and submits it.

On this page